Grand Forks, ND Financial Advisor Office

Jared DavisJared Davis - Wealth Management Advisor with Northwestern Mutual in Grand Forks, ND. My job is to put a clients actions in line with their intentions. The most rewarding thing about my job is helping clients gain peace of mind through the planning process.Visit my website

Expertise: Investment Strategies, Life Insurance Planning, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Succession Planning, Retirement Income Planning, Retirement Planning, Business Risk Management, Business Continuation Planning

Languages: English

Location: Grand Forks ND, 58201

FINRA BrokerCheck

Let's Connect

Carmen Fore

CLU®

Financial planning doesn't need to be overwhelming! My team & I work with professionals and business owners on plan creation that mitigates risk, saves money tax efficiently, and wealth preservation. Our goal is to reduce financial planning stress so you can focus on what matters most to you.Visit my website

Expertise: Retirement Planning, Financial Planning, Disability Income Planning, Business Continuation Planning, Life Insurance Planning, Long Term Care Planning, Investment Strategies

Languages: English

Location: Thief Rvr Fls MN, 56701

FINRA BrokerCheck

Let's Connect

Daniel Frost

CFP®, ChFC®, RICP®

My team and I create a financial plan for everyone we work with to ensure they know where they want to be and how they are tracking towards their goals. We take a look in to all relevant aspects of their financial needs to make sure they are in good financial health, versus just focusing on one aspect of financial planning like investments or insurance.Visit my website

Expertise: Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English, Spanish

Location: Bemidji MN, 56601

FINRA BrokerCheck

Let's Connect

Riley Gerhardt Visit my website

Languages: English

Location: Grand Forks ND, 58201

FINRA BrokerCheck

Let's Connect

Braedan Hanson Visit my website

Expertise: Retirement Income Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning

Languages: English

Location: Grand Forks ND, 58201

CLU®, ChFC®

Expertise: Financial Planning, Estate Planning, Retirement Planning, Business Continuation Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning, Disability Income Planning, Investment Strategies, Life Insurance Planning

Languages: English

Location: Bemidji MN, 56601

FINRA BrokerCheck

Let's Connect

Gage MostadGage and his financial planning team work hard to educate clients on strategies they may not be aware of while helping them create their financial futures. Gage and his team believe trust, open communication, and punctuality are the most important pieces of a good financial planning relationship. Our job is to help you accomplish your goals!Visit my website

Expertise: Financial Planning, Retirement Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Education Funding, Estate Planning, Business Risk Management, Special Needs Planning, Business Continuation Planning, Business Succession Planning, Business Valuation Planning

Languages: English

Location: Grand Forks ND, 58201

FINRA BrokerCheck

Let's Connect

Alexandra OlsonI understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. I’m passionate about partnering with clients who love to travel and who appreciate the importance of high-quality education. Let’s talk! —Alex AndersonVisit my website

Expertise: Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Grand Forks ND, 58201

FINRA BrokerCheck

Northwestern Mutual

Find a financial advisor in our Grand Forks office.

Directory for financial advisors and representatives

Get to know our leadership.